-- 加拿大皇家银行资本市场（RBC Capital Markets）周三发布的研究报告指出，Ollie's Bargain Outlet (OLLI) 第一季度同店销售额相对疲软是由于天气因素，尽管商品质量似乎保持稳定，且4月底的交易数据趋势有所改善。 分析师写道，鉴于春季正值销售旺季，且部分消费者在节后往往会减少支出，因此第一季度的同店销售额历来波动较大。 RBC目前预计第一季度同店销售额增长2%（此前预期为3.5%），调整后每股收益0.88美元（此前预期为0.93美元）。然而，RBC维持对第二季度同店销售额增长2%和调整后每股收益1.16美元的预期，因为第一季度疲软的销售趋势应该会推动第二季度的销售额增长。 RBC表示，由于担心即将错过近乎理想的清仓甩卖环境（部分原因是受Big Lots破产的影响），该股较2025年中期的峰值下跌了两位数百分比。 该券商重申了对该股票的“跑赢大盘”评级，并将目标股价从每股 155 美元调整至 153 美元。
Price: $85.51, Change: $-3.21, Percent Change: -3.62%
Biofuels feedstock futures closed higher on Wednesday, with soybean oil reaching contract highs, while soybean prices followed.The Chicago Board of Trade July soybean futures contract closed 0.65% higher on Wednesday at $11.97 per bushel, while the CBOT July soybean oil futures contract settled 2.21% higher at 74.12 cents per pound.On Tuesday, the June ethanol futures contract on the Nymex ended 0.87% lower at $1.99 per gallon.US President Donald Trump reportedly plans to keep the US blockade in place, and as a result, crude futures jumped on Wednesday for the seventh time in the past eight sessions.Rhett Montgomery, DTN analyst, said that fresh fundamental news was slim on Wednesday."Soybeans are likely getting a boost from another contract high in soybean oil futures. Crush premiums continue to expand and are closing in on all-time highs set in October of 2022," Montgomery said.The analyst said market participants are closely watching Trump's upcoming visit to China in May. "With President Trump still on track to visit China in mid-May, it would appear the market's anxiety over the prolonged conflict with Iran has subsided at least temporarily," Montgomery said in a daily note.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $6 to $104, 14x our 2026 EPS estimate (from 16x), a discount to its 19x five-year average forward multiple, reflecting integration risks stemming from the acquisition of Kenvue Inc. (KVUE 17 ***). We lower our 2026 EPS estimate to $7.45 from $7.56 and keep 2027's at $6.31. Following Q1 results, we maintain our Hold rating, reflecting a balanced assessment of operational momentum, with adjusted EPS of $1.97 beating the $1.95 consensus estimate, against a conservative full-year outlook. Management maintained organic sales growth guidance despite the Q1 beat, disappointing investors that expected an upward revision. Operating margin contracted 60 bps as higher operational and raw material costs offset productivity gains. Additionally, the KVUE acquisition introduces integration risks, having received shareholder approval but still pending regulatory approval. At current levels, we see balanced risk/reward and would become more constructive if management raised guidance.
Paul Christopher Baker, Chief Operating Officer, on April 28, 2026, sold 116,860 shares in Kopin (KOPN) for $461,597. Following the Form 4 filing with the SEC, Baker has control over a total of 480,005 common shares of the company, with 480,005 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/771266/000149315226019551/xslF345X05/ownership.xmlPrice: $3.98, Change: $-0.02, Percent Change: -0.62%